Verified factor-similar cluster

ETFs Similar to FIW

Each fund below has the same statistically significant, material FF6 US non-market factor set as FIW and clears the threshold used for comparison pages.

SMB
View the full factor-set theme
PHO
Invesco Water Resources ETF
SMB
shape 99 · level 91 · Adj. R2 0.796 · Rel. Sharpe 0.630
Compare FIW vs PHO
91 Near substitute
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
SMB
shape 99 · level 86 · Adj. R2 0.909 · Rel. Sharpe 0.890
Compare FIW vs MDYG
88 Verified similar
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SMB
shape 97 · level 85 · Adj. R2 0.941 · Rel. Sharpe 0.952
Compare FIW vs SPMD
88 Verified similar
IJH
iShares Core S&P Mid-Cap ETF
SMB
shape 96 · level 85 · Adj. R2 0.942 · Rel. Sharpe 1.011
Compare FIW vs IJH
87 Verified similar
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
SMB
shape 97 · level 85 · Adj. R2 0.940 · Rel. Sharpe 1.065
Compare FIW vs QVMM
87 Verified similar
IVOO
Vanguard S&P Mid-Cap 400 ETF
SMB
shape 94 · level 80 · Adj. R2 0.952 · Rel. Sharpe 0.995
Compare FIW vs IVOO
83 Verified similar
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMB
shape 96 · level 79 · Adj. R2 0.973 · Rel. Sharpe 1.051
Compare FIW vs JPSE
83 Verified similar
CSD
Invesco S&P Spin-Off ETF
SMB
shape 94 · level 81 · Adj. R2 0.833 · Rel. Sharpe 0.927
Compare FIW vs CSD
83 Verified similar
VB
Vanguard Small-Cap ETF
SMB
shape 94 · level 79 · Adj. R2 0.976 · Rel. Sharpe 0.936
Compare FIW vs VB
83 Verified similar
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
SMB
shape 96 · level 81 · Adj. R2 0.880 · Rel. Sharpe 0.583
Compare FIW vs UPGD
82 Verified similar
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
SMB
shape 94 · level 80 · Adj. R2 0.942 · Rel. Sharpe 0.705
Compare FIW vs XJH
82 Verified similar
IJJ
iShares S&P Mid-Cap 400 Value ETF
SMB
shape 93 · level 79 · Adj. R2 0.946 · Rel. Sharpe 1.083
Compare FIW vs IJJ
82 Verified similar
SCHM
Schwab U.S. Mid-Cap ETF
SMB
shape 92 · level 79 · Adj. R2 0.947 · Rel. Sharpe 0.918
Compare FIW vs SCHM
82 Verified similar
DFAS
Dimensional U.S. Small Cap ETF
SMB
shape 96 · level 78 · Adj. R2 0.980 · Rel. Sharpe 1.158
Compare FIW vs DFAS
82 Verified similar
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
SMB
shape 94 · level 77 · Adj. R2 0.941 · Rel. Sharpe 0.951
Compare FIW vs OMFS
81 Verified similar
ISMD
Inspire Small/Mid Cap ETF
SMB
shape 93 · level 77 · Adj. R2 0.962 · Rel. Sharpe 0.918
Compare FIW vs ISMD
81 Verified similar
IJR
iShares Core S&P Small Cap ETF
SMB
shape 95 · level 76 · Adj. R2 0.968 · Rel. Sharpe 0.980
Compare FIW vs IJR
81 Verified similar
FNDA
Schwab Fundamental U.S. Small Company ETF
SMB
shape 94 · level 78 · Adj. R2 0.977 · Rel. Sharpe 1.059
Compare FIW vs FNDA
81 Verified similar
ISCB
iShares Morningstar Small-Cap ETF
SMB
shape 94 · level 77 · Adj. R2 0.972 · Rel. Sharpe 0.793
Compare FIW vs ISCB
80 Verified similar
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
SMB
shape 93 · level 77 · Adj. R2 0.980 · Rel. Sharpe 0.866
Compare FIW vs ESML
80 Verified similar
NUSC
Nuveen ESG Small-Cap ETF
SMB
shape 93 · level 77 · Adj. R2 0.971 · Rel. Sharpe 0.789
Compare FIW vs NUSC
80 Verified similar
JHSC
John Hancock Multifactor Small Cap ETF
SMB
shape 94 · level 77 · Adj. R2 0.964 · Rel. Sharpe 0.661
Compare FIW vs JHSC
80 Verified similar
FIW fund page US ETF Leaders US Universe Similarity methodology
Important context

VerifiedBeta publishes educational ETF research, not personalized investment advice, portfolio management, or security recommendations. Funds that screen well here can still be unsuitable for your objectives, taxes, liquidity needs, or constraints. Review fund documents, methodology assumptions, and your own circumstances before acting. See the full disclaimer.